AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

AVTA was delisted on the 27th of November, 2023.

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168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
56
Reduced
63
Closed
34
Calls
$1.48M
Puts
$907K
Net Calls
+$570K
Net Calls Change
+$918K

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$26.7M
2
SCM
Simcoe Capital Management
New York
+$24.8M
3
ClearBridge Investments
ClearBridge Investments
New York
+$7.85M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.99M
5
RCM
Red Cedar Management
Utah
+$5.62M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
HF
HRT Financial
New York
-$5.66M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$169K +$169K +6,451 New
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K -$19K -729 -11%
Simplex Trading
128
Simplex Trading
Illinois
$148K +$148K +5,689 New
AIP
129
Ameritas Investment Partners
Nebraska
$110K +$8.18K +314 +8%
PHK
130
Point72 Hong Kong
Hong Kong
$101K -$25.1K -958 -20%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$74K +$51.5K +1,983 +229%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$73K – – –
EMFAT
133
Emerald Mutual Fund Advisers Trust
Pennsylvania
$68K +$68K +2,585 New
ICM
134
Islay Capital Management
Texas
$67K +$67K +2,548 New
AG
135
Advisor Group
Arizona
$65K +$6.72K +259 +12%
MOACM
136
Mutual of America Capital Management
New York
$46K -$1.53K -58 -3%
EA
137
Emerald Advisers
Pennsylvania
$46K +$46K +1,757 New
LIA
138
LS Investment Advisors
Michigan
$37K -$115K -4,338 -76%
GRP
139
Global Retirement Partners
California
$26K +$4.04K +154 +18%
SWA
140
Sutton Wealth Advisors
Florida
$19K +$1.75K +67 +10%
Federated Hermes
141
Federated Hermes
Pennsylvania
$16K -$1.4K -53 -8%
ME
142
McIlrath & Eck
Washington
$11K -$455 -18 -4%
VCM
143
Versant Capital Management
Arizona
$8K – – –
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$8K +$4.24K +175 +113%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$5K +$5K +200 New
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$4K -$7.39K -268 -65%
MAM
147
Meeder Asset Management
Ohio
$4K – – –
BAM
148
Barrett Asset Management
New York
$4K – – –
NFG
149
Next Financial Group
Texas
$4K +$1.8K +72 +82%
OPS
150
Orion Portfolio Solutions
Nebraska
$4K +$4K +140 New
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